Heather Pearson Email & Phone Number

Fort Worth, Texas

• Financial Management
• Advise the CEO and other key members of the leadership team on financial planning, budgeting, cash flow and policy matters
• Plan, coordinate and execute (along with the CEO) the annual budget process
• Prudently manage organization’s resources within those budget guidelines
• Authorize purchase orders and payments within the parameters set forth in the internal financial policies
• Administer contracts as approved by the CEO and BoardEquipment, Facilities & IT Management

• I played a key role in supporting the fundraising efforts through database management, planning and logistics, and administrative support. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Revenue/Donations
• Oversee all gift processing activities, including donor acknowledgments; pledge reminders; memorials; honorariums, and any other related activities
• Manage and update donor records on a regular basis to ensure accurate information
• Ensure appropriate follow through of donor requests for office visits, additional information, or other donor requests
• Maintain and incorporate timely updates to the database system
• Reconcile database records monthly with financial revenue records for the organization

• Prepared written and electronic correspondence in the form of: transmittals, letters, memorandums, meeting minutes and observation reports
• Answered and screened a high volume of phone calls, mail and email
• Prepared and managed documentation of the financial distribution of client bond dollars
• Met with clients to discuss strategy of best way to utilize financial distribution of bond dollars
• Prepared contracts and other professional legal documentation
• Oversaw calendars for coordination of meetings and professional events.

• Enjoyed the challenge of planning, organizing and managing several unique projects and events, including a Casino/BBQ Western Night for 750 clients
• Developed and created various marketing pieces (advertisements, brochures, direct mailers)
• Prepared and handled complete proposal process by first starting with a brainstorming meeting with team members to create submittal strategy
• Handled creating, printing, binding, laminating, and distribution of proposals